Professional Conversations
Who Do You Trust With the People Who Trust You?
A live online conversation about professional relationships, strategic collaboration, and serving people well.
You've worked hard to earn your clients' trust.
And sooner or later, something comes up that falls outside your area of expertise.
You recognize the need. You may even know exactly what kind of help your client needs.
But who do you call?
Because when you've spent years building relationships and earning someone's confidence, you don't send them to just anybody.
You want to know who you're introducing them to.
How they work. What they know. How they treat people.
And whether they'll care for that client as thoughtfully as you would.
That's a conversation worth having.
There's only so much we can do alone.
No matter how experienced we are, none of us knows everything.
But imagine having a circle of professionals you genuinely trust.
People you can call with a question. People who see things from a different perspective. People whose experience complements your own.
People you'd be proud to introduce to someone who has placed their trust in you.
That's the kind of professional network I'm interested in building.
And I'd love for you to be part of the conversation.
Who's invited?
This conversation is for professionals who care about the people they serve and recognize the value of relationships beyond their own area of expertise.
Insurance agents. Realtors. Mortgage professionals. Accountants. Tax professionals. Business consultants. Financial educators.
And others who share that commitment.
You don't need to arrive with referrals, a partnership proposal, or an elevator pitch.
Come with your experience, your curiosity, and a willingness to get to know some good people.
What to expect
A relaxed, 40-minute online conversation.
We'll talk about:
- What happens when a client's needs go beyond our own expertise.
- What makes us comfortable introducing someone to another professional.
- The kinds of professional relationships we'd love to develop.
There will be opportunities to share perspectives, ask questions, and meet other professionals.
No company presentations. No pressure to exchange referrals.
Just a chance to get to know one another and see where the conversation leads.
Join the next conversation
Second Tuesday of every month
7:00 PM Central
Online via Zoom
Initial session
Join the ConversationThe next conversation date will be announced here. I'd love for you to join us.
Good clients deserve good people in their corner. So do you.
I'd love to get to know you.